每当你看到关于 Saylor 和 Strategy 的 FUD(恐慌、怀疑、否定)时,其实很有意思去看看那些低智商黑子到底在质疑什么。 在过去两年里,Strategy 一共买入了 496,740 枚比特币。 时间跨度:2023 年 12 月 27 日 → 2025 年 12 月 15 日 天数:约 719 天 这相当于:每天买入约 691 枚比特币,连续整整两年。 也就是说:每天买入约 5,940 万美元的比特币,连续整整两年。 仅 Saylor 一人,在将近两年的时间里,平均每天吸收的比特币数量约为全球日发行量的 1.5 倍。 这不是机会主义式的抄底,而是持续的、结构性的供给吸收。 有多少公司,能够在几乎没有额外管理成本、也不影响自身运营的情况下,每天悄无声息地买入 6,000 万美元的资产,并持续两年? Saylor 的批评者还在争论“这套模式行不行”,而他已经用行动证明:它就是行得通。 黑子们在争论理论。 Saylor 在公布结果。 不要去做空顶级掠食者。 顺便一提……我之前算错了。 实际上,这两年里每天买入的金额是 7,230 万美元,连续整整两年。 **总收购成本:**约 520 亿美元 **时间跨度:**约 719 天 520 亿美元 ÷ 719 天 ≈ 每天 7,230 万美元 Whenever you see the Saylor and Strategy FUD, it's always fun to actually look at what the low IQ haters are doubting. Over the last two years, Strategy has purchased 496,740 Bitcoin. Time span: Dec 27, 2023 → Dec 15, 2025 Days: ~719 days That is 691 Bitcoin per day. For two straight years. $59.4 million dollars of Bitcoin. Every day. For two straight years. Saylor alone averaged ~1.5× daily global issuance of Bitcoin for nearly two straight years. That is sustained, structural supply absorption, not opportunistic buying. How many companies can quietly acquire $60 million of assets per day, for two straight years, with nearly zero overhead and no operational drag? Saylor’s critics are still debating whether this works while he’s already demonstrated that it does. The haters are arguing theory. Saylor is publishing results. Do not fade the apex predator. BTW.... I actually did the math wrong. It has actually been $72.3 million PER DAY for two straight years. Total acquisition cost: ≈ $52.0 billion Time span: ≈ 719 days $52,000,000,000 ÷ 719 ≈ $72.3 million per day
观点原文
每当你看到关于 Saylor 和 Strategy 的 FUD(恐慌、怀疑、否定)时,其实很有意思去看看那些低智商黑子到底在质疑什么。
在过去两年里,Strategy 一共买入了 496,740 枚比特币。
时间跨度:2023 年 12 月 27 日 → 2025 年 12 月 15 日
天数:约 719 天
这相当于:每天买入约 691 枚比特币,连续整整两年。
也就是说:每天买入约 5,940 万美元的比特币,连续整整两年。
仅 Saylor 一人,在将近两年的时间里,平均每天吸收的比特币数量约为全球日发行量的 1.5 倍。
这不是机会主义式的抄底,而是持续的、结构性的供给吸收。
有多少公司,能够在几乎没有额外管理成本、也不影响自身运营的情况下,每天悄无声息地买入 6,000 万美元的资产,并持续两年?
Saylor 的批评者还在争论“这套模式行不行”,而他已经用行动证明:它就是行得通。
黑子们在争论理论。
Saylor 在公布结果。
不要去做空顶级掠食者。
顺便一提……我之前算错了。
实际上,这两年里每天买入的金额是 7,230 万美元,连续整整两年。
总收购成本:约 520 亿美元
时间跨度:约 719 天
520 亿美元 ÷ 719 天 ≈ 每天 7,230 万美元
Whenever you see the Saylor and Strategy FUD, it's always fun to actually look at what the low IQ haters are doubting.
Over the last two years, Strategy has purchased 496,740 Bitcoin.
Time span: Dec 27, 2023 → Dec 15, 2025
Days: ~719 days
That is 691 Bitcoin per day. For two straight years.
$59.4 million dollars of Bitcoin. Every day. For two straight years.
Saylor alone averaged ~1.5× daily global issuance of Bitcoin for nearly two straight years.
That is sustained, structural supply absorption, not opportunistic buying.
How many companies can quietly acquire $60 million of assets per day, for two straight years, with nearly zero overhead and no operational drag?
Saylor’s critics are still debating whether this works while he’s already demonstrated that it does.
The haters are arguing theory.
Saylor is publishing results.
Do not fade the apex predator.
BTW.... I actually did the math wrong.
It has actually been $72.3 million PER DAY for two straight years.
Total acquisition cost: ≈ $52.0 billion
Time span: ≈ 719 days
$52,000,000,000 ÷ 719 ≈ $72.3 million per day
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